(626) 844-1440

Capital Research and Consulting

You need a smart
retirement plan solution,
not a longer to-do list

With over 27 years of fiduciary experience advising over
$4 billion of plan assets, learn how Capital Research +
Consulting can help you create better futures.

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Retirement plan advisors

who speak your language

Sponsoring a retirement plan of any size is a big responsibility. At Capital Research + Consulting, we understand that you’re busy and you’re not in the business of retirement plans. You need an advisor to handle the red tape for you and keep you fully informed about what’s really important.

For you...

Our disciplined, full-service approach brings time savings, cost
control, and greater understanding

  • Compliance and fiduciary consulting
  • Investment consulting
  • Benchmarking and cost negotiation
  • Unique early warning system for problem funds

For your participants...

Better outcomes and a brighter future.

  • Proactive education
  • Responsive support
  • Better investment options

Fiduciary

As a fiduciary, we stand beside you and act as your advocate.

Independent

We’re completely independent, so you get unbiased advice.

Experienced

We’ve been helping keep clients worry-free since 1991.

Why Choose Capital Research + Consulting?

Our retirement plan experts stay on top of this rapidly-changing industry so you don’t have to.

Proactive

In today’s litigious environment, you can’t afford to sit back. We proactively ensure your plan’s conformance with regulations and best practices. Our proprietary fund reporting also helps identify problems before they cause damage.

Preventative

At CRC, we prioritize liability prevention.  We’ll make sure your plan is compliant and fully document all decisions as we go.  We’ll keep a watchful eye on fees to help ensure your participants get the most value.

Personal

You’re busy, so we do everything we can to keep the process easy for you.  This includes frequent meetings, unlimited support and executive-style reporting that is easy to understand.

Capital Insights

Free eBook: How to Minimize your Liability as a Retirement Plan Sponsor

Wondering how to help prevent liability as a retirement plan sponsor? Download our free eBook today!

Retirement Plan Advisor Capital Research + Consulting Launches New Website

At Pasadena-based Capital Research + Consulting, LLC, we’re excited to announce the launch of our new corporate website.

Retirement Plan Sponsors: It Can Be Costly to Underestimate Your Responsibilities

If you play a key role at an organization with a retirement plan, there’s a strong chance you would be considered a plan fiduciary. Learn what that means and how to stay out of trouble.

Get Our Free eBook